1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Choose Transaction
3. Modify the Search Title
4. On the Criteria tab > Standard subtab > add the following filters:
- Type is Sales Order
- Status is Sales Order:Pending Billing/Partially Fulfilled
- Tax Line is false
- Shipping Line is false
- Main Line is false
5. On the Results tab > Columns subtab > the following fields are suggested:
- Date
- Number
- Name
- Item
- Amount
6. Save & Run
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